View draft bills
Quickly view all bills in a draft state using the Draft bills standard view.
If you have AP automation enabled, this view also includes uploaded bills that are in the Analyzing state.
| Subscription |
Accounts Payable |
|---|---|
| User type |
Business Employee Project Manager Warehouse |
| Permissions |
Bills: List and View |
-
Go to Accounts Payable > All > Bills.
When you access the list from the top level, you initially only see records created at the top level. To see records created within entities, select Filters and then select Include entity records. Select Apply to update the filter.
-
Select Caret down beside the Manage view menu, then select Draft Bills.
The Bills list is filtered to show only bills in Draft and Analyzing state.
-
Go to Accounts Payable > All > Bills.
If you're viewing payments from a top level company, you see bills created at the top level. To view transactions created at the entity level, select Include private.
-
Select Caret down beside the Manage view menu, then select Draft Bills.
The Bills list is filtered to show only bills in Draft and Analyzing state.
